See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $95,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,488 | $84,487+21.3% | $125,339-18.2% | $66,914+53.2% |
| Participation rate | 82.2% | 76.4%+5.7pp | 82.4%-0.2pp | 69.8%+12.4pp |
| Annual return | 6.37% | -8.39%+14.8pp | 572.05%-565.7pp | 1.58%+4.8pp |
| Employer contribution / active EE | $1,895 | $3,553-46.7% | $4,814-60.6% | $2,544-25.5% |
| Participant deferral / active EE | $5,787 | $6,781-14.7% | $7,446-22.3% | $4,237+36.6% |
| Admin fee / account holder | $483 | $685-29.5% | $10,010-95.2% | $593-18.6% |